Pending Card Transaction Issue

[Hap]

I have a similar issue to several others I've seen here. 

I booked travel with Concur, and used my corporate MC credit card to pay for lodging there. 

The lodging expense showed up here online, however under payment type it shows 'Pending Card Transaction', and an Alert with the text: 'This expense cannot be submitted until it is matched to an imported card transaction. If this was not paid for via card, you may edit the payment type of the expense to reflect the actual payment method'. 

How do I resolve this?  And what can be done to prevent this issue from happening again?

[KevinD]

@Hap did you happen to read through this thread: https://community.concur.com/t5/Concur-Expense/Pending-Card-Transactions-Issue/td-p/22264

It might help you.

As for avoiding the Pending Card Transaction, unfortunately you cannot. This is something your company configured and decided to use. 

[Hap]

Kevin, yes I did read through that thread, but it didn't help.  As I mentioned The scenario where booking was done through Concur but payment was done with a non-corporate card doesn't apply.  I used my corporate card.

[KevinD · Accepted solution]

@Hap when did you pay for the hotel? It might just be the corporate card transaction hasn't come into your account yet. The hotel itinerary item or the e-receipt will show up before the actual card charge, that's why the item you see says Pending Card Transaction. The system is waiting for the actual company card charge to come in. When it does, it should match up to the Pending Card Transaction item. When they match, the Pending will go away and be replaced with the company card payment type. I think if you wait another day or two, this will resolve. 

[Hap]

Thanks, Kevin.  Yes, I saw the card charge just came in this morning, and I was able to complete the expense report.  I guess I didn't expect the Lodging line item expense to show up with details about where I stayed, etc.., but without connection to the card charge.  However you were correct that the card charge/link followed after a few days.  

[KevinD]

@Hap I've been at SAP Concur for 13 years, so this wasn't, as they say, my first rodeo. 🙂 when it comes to Pending Transactions. The Pending item comes from the Hotel you booked in SAP Concur, so it knows the hotel, the dates, the rate, etc. and shows that information. 

Glad you were able to get it sorted out. Happy that I could help you out. 

[otariq]

My charges have been in queue for more than three Months.  How can I rectify this?

[KevinD]

@otariq what do you mean your charges have been in queue for more than three months? They have been awaiting approval for three months or do you mean something else?

[otariq]

The charges have  been pending card transaction since 5/25/22

[otariq]

Hello

[otariq]

See the example below.  This expense was 4/13/22.  Bought Internet on Airline Travel.  I have a few more

[KevinD]

@otariq go back and look at your KCB Bank Deployment expense report. You'll see a $10 charge for 4/13/2022. Look at your past reports for to see if the other pending items you see were already submitted. 

This article will help you understand more about Pending Card Transaction items: Everything you need to know about Pending Card Transactions

It will also tell you what to do with these items since they have already been submitted as corporate card transactions.

[otariq]

Hello Kevin,

Is there any way we could speak?  This is not the only charge.  Even the hotel charges are still pending.  

[KevinD]

@otariq have you gone back and looked at your past reports to see if the company card transactions have already been submitted? I looked at a past report and found the Airline Internet charge. 

You need to look and see if the items showing as Pending have been submitted previously, like the Airline Internet fee I mentioned. If you see an already submitted entry on a previous report, then you can just delete the pending items. Pending items are not the most important items in your Available Expenses, your company card charges are what needs to be submitted. 

Please look at your past reports. I am very confident you will see entries already submitted that match these pending items. 

[otariq]

KevinD,

These have never posted.  they are not a part of another expense report.  HOw do we move forward?

[KevinD]

@otariq are these pending items all on the same report? If so, could you post a screenshot of your expense report will all these items visible. I just need one screenshot of the entire report. That way I can see all the items on one screenshot. 

[otariq]

There are many like this

[otariq]

[KevinD]

@otariq I went back and looked at your KCB Bank Deployment expense report and found corporate card transactions on this report that match the pending items you are asking about. As I said earlier, it is very likely the pending items you think haven't posted yet are likely already on a submitted report and that is why you have to look closely at your past reports. I've provided an example below. 

This screenshot is from your submitted report named KCB Bank Deployment

Here is a pending item from your Expenses not Processed report

These two items are the same expense. The amounts are slightly different as far as USD, but in KES the amounts are the same. The dates match and so does the vendor. So, this is one example of the expense already being posted and submitted by you. As I went through your list of pending items and the items submitted on the KCB Bank Deployment, I found a credit card charge that matches each of these pending items. Since you have already submitted these pending items on the KCB Bank Deployment report, you can just delete all these pending items from off the Expenses not Processed report.